Communications | Get Account Record

Fetches an account record using the account number and contact email address that’s associated with the account.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Agentforce for Communications add-on or included in Agentforce 1 Communications Edition. Requires each user to have the Agentforce for Communications add-on to access the action.
User Permissions Needed
To use agent actions: Einstein for Communications
See Common User Access for Standard Agent Actions.

Action Details

API Name GetAccountRecord
Reference Action Type Flow
Reference Action Get Account Record
Does this action execute one or more prompt templates? No
Required Setup Agentforce for Communications Billing Resolution

Guidelines and Considerations

  • This action is a template containing example information. Customize it to your use case.